The partners
Two people, one book, no committee.
The Fund Managers bring personal investing experience but no professional credentials: neither is a CFA charterholder, and neither is registered or licensed to give investment advice. Every position is decided jointly and supported by written due diligence.
Tejas Vijay
Fund manager · Co-founder
Tejas Vijay’s personal portfolio (TFSA) achieved a total return of approximately 232% over a period of roughly 21 months (August 13, 2024 to May 5, 2026) on an initial contribution of USD $2,435.11 with no additional contributions, representing an annualized return of approximately 101%.
Maximillian Cauldwell
Fund manager · Co-founder
Maximillian Cauldwell’s portfolio achieved a total return of 36.56% over a roughly 5 month period (Jan to May, 2026) on an initial contribution of approximately USD 10,000.
How we work
Each position is supported by extensive due diligence spanning industry dynamics, competitive positioning, financial fundamentals, management quality, and catalytic event timelines.
The intent is to build a concentrated portfolio of high-conviction positions and hold them through the realization of their underlying thesis, while a smaller tactical sleeve trades short-term inefficiencies in less-followed segments of the market.
Track record
Experience, shown in full and without inference.
This personal track record is provided for transparency only. The Fund Managers bring personal investing experience but no professional credentials.
Important
Past performance is not indicative of future results. The Fund makes no representation that similar returns can or will be achieved. Personal portfolio conditions (account size, risk tolerance, concentration) differ materially from a pooled fund, and participants should place no reliance on these figures when deciding whether to contribute.
Tejas Vijay
Personal portfolio (TFSA)
~232%
total return
Maximillian Cauldwell
Personal portfolio
36.56%
total return
Reading these figures
The returns above were earned in individual accounts, not in a pooled vehicle, and the two periods are neither equal in length nor directly comparable.
They are published so that prospective participants can see the managers’ actual history rather than a description of it. The Fund’s own results will be reported separately once it has a track record of its own.
Core allocation
~65%
Tactical allocation
~35%
Strategy detail
Both managers invest their own capital in the Fund.
The personal track record above is provided for transparency only. Past performance is not indicative of future results, and personal portfolio conditions differ materially from a pooled fund. Nothing on this page is investment advice or an invitation to invest.
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